What are the responsibilities and job description for the Portfolio Specialist/Relationship Manager position at Harborside Group?
Harborside Group is seeking driven financial professionals to join our growing team and represent our clients to the Financial Advisor channel. This role focuses on building relationships with RIAs, independent broker-dealers, and wirehouse advisors while supporting sales growth and advisor engagement.
The ideal candidate is a motivated, relationship-oriented professional with strong communication, organizational, and time management skills. No travel is required for this position.
About Harborside Group
Harborside Group is an investment sales and financial marketing firm focused on the intermediary marketplace. We partner with asset managers to deliver customized marketing and distribution strategies that drive advisor engagement, asset growth, and client retention. Our driven team values creativity, innovation, and building strong client relationships in a dynamic, entrepreneurial environment.
Key Responsibilities
- Develop and maintain relationships with financial advisors within the intermediary channel
- Represent partner asset managers and communicate investment strategies effectively to advisors
- Conduct advisor meetings, presentations, and follow-up communications
- Manage advisor activity and pipeline reporting using CRM systems
- Maintain knowledge of market trends, investment products, and competitive positioning
Qualifications
- Bachelor’s degree in business, economics or related
- 2–5 years of experience in financial services sales, wholesaling, or advisor support
- Strong understanding of the financial advisor/intermediary channel
- Excellent communication, presentation, and relationship management skills
- Strong organizational skills with the ability to manage multiple priorities effectively
- Experience with CRM systems and Microsoft Excel
- Knowledge of mutual funds, ETFs, and investment products
- FINRA Series 6 or 7 license required
If interested in this position, please apply by emailing your resume and cover letter to careers@harborsidegroup.com and reference the job title in the subject line. Selected candidates will be contacted directly.